Management

Bulk operations
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Finding lost or missing heirs is an important task. This interview with the head of HeirSearch.com provides useful tips for professionals and helps tell the pros from the cons.

5

In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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11 Nov 2015 | Compliance | National Publication, Richard L. Fox, Esq. | Article | 3 comments
What happens to your gift when the charity goes bust? That's the question that Richard Fox examines based on several recent cases.
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Josh Patrick and Randy Fox discuss exit planning for business owners utilizing charitable strategies. Their discussion also delves into philanthropy in the family of the business owner.
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There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...

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Bruce DeBoskey faces down and de-mystifies the controversial subject of charity overhead.

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Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.
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Contributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.
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Bryan Clontz presents a compelling analysis of disaster relief giving and presents some best practices for charities to consider for the future.
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Non-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.
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Charitable expert Sue McEntee brings an interesting viewpoint to light, succession planning for charities.

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Who will serve as the trustee, whether now or after you are unable to yourself?

A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs?

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While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...

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Some trusts demand the service of a professional -- like blended families.

On the other hand, some trusts can be excellent opportunities for family members to serve. But how to determine whether a particular family member has what it takes?

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Dan Felix takes a deeper look at the need for a responsive and active trustee. The refinement of the trustees role, the need for responsiveness and wise guidance make it clear that trustee selection is as important as good trust creation.

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What advisors need to know about NIMCRUTs

Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established a...

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How an ounce of prevention may provide tons of cure

As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the use...

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What advisors need to understand about CRTs, CLTs and fiduciary responsibility

The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...

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10 Dec 2012 | Investing | National Publication | Article

Recently issued proposed Treasury regulations create an important, but urgent planning opportunity for charitable remainder trusts. The regulations provide that income received by a CRT before the end of the year will not be subject to the 3.8% medicare surtax when...

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Recent activity

Charities in Financial Distress: The Impact of Bankruptcy on Donor-Restricted Funds

Randy Fox Interviews Sue McEntee of Charitable Giving Resource Center on Non-Profit Succession Planning

Selecting your Trustee - Tasks and Attributes

Heard on the Web: Make Sure Your Board Complies With the New Form 990

A "Troublesome" Choice for the Helmsley Foundation?

ACGA and NCPG Condemn Sales Commissions on Gift Annuities

Understanding And Drafting Nonprofit Gift Acceptance Policies

IRS Issues Draft of Good Governance Practices for 501(c)(3) Organizations